The Great Monetary Inflation: Paul Tudor Jones' Complete Case For Bitcoin

<p>Jones' letter lays out his bitcoin and macro thesis. </p> <p><span style="font-weight: 400;">Last week, investing legend Paul Tudor Jones rocked the world of crypto and traditional markets with his full throated entrance into the bitcoin market via his latest letter to Tudor BVI investors. </span></p> <p><span style="font-weight: 400;">While the headlines (and the quick price bump on the back of FOMO buying) were great, the story is even more interesting than the soundbyte. </span></p> <p><span style="font-weight: 400;">In this episode, NLW breaks down Paul Tudor Jones complete case for bitcoin, looking at: </span></p> <p> </p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">The context and previous attitudes towards bitcoin of both authors of the letter</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">The “Great Monetary Inflation” thesis driving a focus on stores of value</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How money supply growth compared to real economic output growth hasn’t been this out of sync since inflationary periods in the 1970s and 1980s</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">The “Inflation Race” - a list of 8 potential inflation hedges</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">The four categories by which a store of value can be judged: purchasing power, trustworthiness, liquidity, portability</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">A ranked look at bitcoin, gold, fiat, and financial assets in the context of those four categories. </span></li> </ul>